Jones Financial Talk

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Part A, Part B and gives you tips and strategies for your Medicare and healthcare planning.

When you’re planning for retirement, it can be easy to think of your retirement date as the ultimate goal. But the reality is, your plan should address your retirement lifestyle. After all, your retirement could last 20 or 30 years, so you should have a strategy for things like your health and fitness, socialization and travel. A comprehensive strategy can better position you to enjoy the kind of...

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.

Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

In times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.

The federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and regulations. Find out what it might mean for you.

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Not everyone is prepared for retirement. How will you make up the difference? Do you have a plan? This episode looks at potential options, tips and tricks to address being unprepared.

Healthcare in retirement is expensive. But there are strategies to deal with this and mistakes to avoid. In this episode we explore those and give helpful tips to deal with this and plan for it.

In this show Herstle welcomes the president of Gradient Investments, Mike Binger. Mike and Herstle look at where the market has been and where it might be going in the future. They also talk about how the market is affected by politics and the economy.

How can you adjust your spending to save more to meet your financial goals? Are you spending money in a wasteful way? In this show we talk about some helpful tips to help you accomplish that.

This episode looks at some hard retirement facts that are often overlooked. Have you missed or ignored these uncomfortable truths?

Money and relationships. At times they can feel a bit like oil and water. What steps can you take to avoid chaos and stress when it comes to discussing and managing finances?

This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you need to know and tips and suggestions for creating a retirement budget.

This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?

This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.

This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.

Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.

This episode examines some of the biggest dangers of putting off creating a financial strategy for retirement, including budgeting, long-term care and sharing your financial story with your beneficiaries.

This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.

Your job is the engine of your wealth accumulation machine. This episode looks at ways to increase your happiness at work, to improve your productivity at work. And what to do with the pay increase that comes from being a happy and productive worker.

Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation

A podcast examining the disconnects between workers and employers when it comes to phased retirement options. How long do workers expect to work? Do companies have programs in place to help workers transition into retirement and also avoid internal transitional chaos?